How to Get the Total of Each Transaction Category (using Microsoft Excel)

In this guide, we’ll demonstrate how to get the total of each Transactions Category after you’ve generated a a data export of All Transactions. ("Format" - "Excel"; "Purpose" - "All"; "Export Type" - "Transactions")

Step 1: Open the Transactions & Receipts Export via Microsoft Excel and expand the columns to see the words and values.

For example, place the mouse cursor on the line between columns "A" and "B", click and drag to the right.

Step 2: Next, click on "Category" cell then click on "Filter" (located in the toolbar towards the top of the screen).

Step 3: Click the drop-down arrow in the "Category" cell and select  "Sort Ascending"

Step 4: Now to get the total of each Category:

Right click on the cell of the next category below the previous category < Select "Insert" > Select "Sheet Row" (to add a blank row between the different categories).

Step 5: Go to "Column A" > click on the first empty cell of the new row > click > Select "Sum" > press "Enter".

Red = minus (aka Expense) and Black = positive (aka Revenue)

Step 6: You may "Hide" columns that you don’t need on the Transactions Export.

For example: To exclude Bank Description, right click on column "H" > Select "Hide Columns"

*To print, click File > click Print > click Print again > Select the following:

Print: Entire Workbook

Page Orientation: Landscape

Scaling: Fit All Columns on One Page